B+
Bull case
20%
Probability
Target price
$2,600.00
Analysis reference price unavailable
Analysis 2026-08-13 · RankAlpha Sentiment Codex
WTM
White Mountains Insurance GroupBNYSE / Insurance
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
60%
Probability
Target price
$2,290.00
Analysis reference price unavailable
Analysis 2026-08-13 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$1,850.00
Analysis reference price unavailable
Analysis 2026-08-13 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-13
Recent news sentiment (30D)
+27.0
Positive
Company
-
Unavailable
Macro
+27.0
Positive
Pulse
-
Unavailable
Weekly research (10D)
-32.0
Negative
Sentiment proxy
+77.1
Score
AI commentary
The company source confirms a positive Q2 operating update, but the packet does not provide a reliable post-release price series, analyst reaction, target changes, estimate revisions, or rating changes. News tone is moderately positive, while missing market and analyst evidence keeps this a monitoring-oriented, tentative view rather than high conviction.
RankAlpha Sentiment Codex - 2026-08-13
Open post-earnings memoEvidence flagged
report lacks a dated company-specific catalyst beyond generic cadence for its sector profile
Impact
tentative
Confidence
-
AI events
2026-08-06eventQ2 book-value growth and strong operating resultsMedium impact
The August 6 earnings release reported Q2 book value per share of $2,258, up 4%, with Ark at an 84% combined ratio and Kudu at 15% trailing-twelve-month ROE. [#SEC-8K-2026-08-06]
2027-08-13catalystCapital deployment and acquisition optionalityHigh impact
WTM repurchased $191 million of shares, deployed $132 million into two WTM Partners acquisitions, and reported roughly $0.8 billion of undeployed capital. Further deployment could support book-value compounding, but timing and returns are uncertain. [#SEC-8K-2026-08-06]
2027-08-13catalystOperating-company compoundingHigh impact
Ark, Kudu, HG Global, and Distinguished reported positive operating developments in Q2, while investment results also contributed. Sustained execution could support further book-value growth, although catastrophe and investment volatility limit forward visibility. [#SEC-8K-2026-08-06]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-13 • Updated nightlySource: Internal modelMethodology